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Strive 500 ETF

83 hedge funds and large institutions have $150M invested in Strive 500 ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
35
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
POIA
51
Pin Oak Investment Advisors
Texas
$284K +$284K +8,450 New
PA
52
Parallel Advisors
California
$279K -$85.8K -2,550 -24%
BPA
53
Beacon Pointe Advisors
California
$265K
PCWA
54
Pacific Capital Wealth Advisors
California
$237K
CFA
55
Capstone Financial Advisors
Illinois
$220K +$220K +6,550 New
TIA
56
Traphagen Investment Advisors
New Jersey
$220K -$298K -8,862 -58%
GB
57
Goepper Burkhardt
South Carolina
$205K +$205K +6,124 New
SPIA
58
Steward Partners Investment Advisory
New York
$169K
RIA
59
Realta Investment Advisors
Delaware
$147K +$147K +4,380 New
CTA
60
Colonial Trust Advisors
South Carolina
$141K
Bessemer Group
61
Bessemer Group
New Jersey
$139K
S
62
SignatureFD
Georgia
$135K
AF
63
Allworth Financial
California
$131K +$370 +11 +0.3%
MA
64
MCF Advisors
Kentucky
$130K -$3.16K -94 -2%
EWA
65
EverSource Wealth Advisors
Alabama
$100K +$100K +3,098 New
Morgan Stanley
66
Morgan Stanley
New York
$85K +$84.9K +2,523 +126,150%
FCA
67
FinTrust Capital Advisors
South Carolina
$67.9K +$67.9K +2,016 New
HI
68
Harbour Investments
Wisconsin
$60.7K +$13.8K +411 +30%
ME
69
McIlrath & Eck
Washington
$54.7K -$34 -1 -0.1%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$53K -$17.6K -524 -25%
CSWM
71
Cassady Schiller Wealth Management
Ohio
$46.6K
JFA
72
JNBA Financial Advisors
Minnesota
$41.6K +$28.3K +840 +213%
BCWM
73
Bartlett & Co Wealth Management
Ohio
$32.1K +$32.1K +955 New
NS
74
NBC Securities
Alabama
$27K +$1.64K +50 +6%
PFBT
75
Parkside Financial Bank & Trust
Missouri
$18.5K